Hi Alan

Would be happy to call you tomorrow as a user of the product I can elaborate what it can do and how you can save time drop me aline with your phone number and best time to call email support@centrecrm.com

Here is a list of questions i usually use to develop my LOEs.

Title
Title of the Client
FirstName
First Name of the Client
LastName
Last Name of the Client
ClientCode
Our Client Code for the Client
BusinessName
Client’s Trading Name
AddressLine1
Client’s First line of Address
AddressLine2
Client’s Second Line of Address
AddressLine3
Client’s Third Line of Address
Town
Client’s Town
County
Client’s County
PostCode
Client’s Post Code
AccountsST
Are we Preparing Unincorporated Accounts
AccountsLTD
Are we Preparing Limited Company Accounts
AnnualReturn
Are we preparing the Annual Return
SAIND
Are we Preparing Individual’s Self-Assessment
SAPTR
Are we Preparing Partnership Tax Returns?
SALTD
Are We Preparing Limited Company Tax Returns?
PAYE
Are we running a payroll for the client
CISReturns
Are We producing CIS Monthly Returns
P11D
Are we producing P11d’s for the client?
VATReturns
Do we produce & file VAT Returns for Client
AccountsMGMT
Do we produce management accounts for the client?
Bookkeeping
Do we do the book-keeping for the client?
CommencementDate
Date of Commencement for Self-Assessment
YearEnded
Company’s Year End Date
MonthlyQuarterly
Are we preparing the Management Accounts Monthly or Quarterly?
MonthDate
First Month we commence Management Accounts up to.

Hi David/CentreCrm

While you can do what you say, it can still be time consuming , deleting out paragraphy for each client, especially if you want to include details of agreed fees. There are also paragraphs which state which services you aren't undertaking i.e VAT because they are not registered yet but could be in the future. For instance. see below:

VAT RETURNS

At the time of this letter you are not VAT registered. If registration becomes necessary, we will endeavour to ensure that you register in time provided that:

(a) you notify us in writing within 14 days of the end of each month of the total value of supplies you have made in that month; and
(b) you notify us immediately in writing if the value of taxable supplies that you will make in the next 30 days is likely to exceed the annual registration limit then in force.
It should be understood that our appointment as your agent does not absolve the company or its directors from their statutory responsibilities. We would draw your attention to the strict rules and time limits for the submission of such returns and the substantial penalties which may arise if these are not observed. It is therefore essential that we receive full information from you promptly to enable us to ensure that the returns are made on a timely basis. Completed returns will be sent to you for approval and signature prior to submission on the company’s behalf.

You can create a letter template for engagement letter under
https://app.centrecrm.com/settings/mail/templates

and you can have a letter engagement template for each entity type

Include a paragraph for all services and delete as required or not

Hi Andy.

Thanks for the suggestion.

It is possible to create standard letters in the system already. To do this, click on the main Settings tab, and then select the Mail Templates option (in the second last row). Here you can create your own customised templates with merge fields. You can create separate templates for each client entity if you wish.

Let me know if you have any further questions.